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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,029 | $196,972+46.2% | $182,262+58.0% | $198,609+45.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.11% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $32,344 | $5,364+503.0% | $5,046+541.0% | $5,055+539.8% |
| Participant deferral / active EE | $7,155 | $8,643-17.2% | $8,276-13.5% | $6,977+2.6% |
| Admin fee / account holder | $112,293 | $18,429+509.3% | $16,712+571.9% | $19,030+490.1% |